Filed November 16, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 04-3516284 | Contract Administrator | $1,205,015 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $75,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,568 | $36,004+21.0% | $64,101-32.0% | $69,651-37.4% |
| Participation rate | 49.4% | 47.3%+2.2pp | 68.2%-18.8pp | 66.6%-17.2pp |
| Annual return | 15.92% | 4.26%+11.7pp | 791.27%-775.3pp | 53.77%-37.8pp |
| Employer contribution / active EE | $0 | $617-100.0% | $1,820-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,049 | $1,166-10.0% | $2,822-62.8% | $3,635-71.1% |
| Admin fee / account holder | $14 | $49-71.8% | $4,499-99.7% | $63-78.2% |